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TERRY MCDANIEL & COMPANY
CRD 104732File 801-24465
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.92B
Top 25% of cohort (national)
Discretionary AUM
$1.74B
Non-discretionary $180.0M
Clients
378
370 accounts
Employees
13
Top 25% of cohort in TX
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Jun 27, 1985
- Principal office
- 2630 EXPOSITION BLVD STE 300, AUSTIN, TX, 78703
- Phone
- 512-495-9500
- Website
- HTTP://WWW.TMCDANCO.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.92B
- Discretionary AUM
- $1.74B
- Non-discretionary AUM
- $180.0M
- Discretionary accounts
- 365
- Non-discretionary accounts
- 5
- Total accounts
- 370
- AUM per client
- $5.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 8 | $48.9M |
| High net worth individuals | 248 | $1.83B |
| Individuals (other than high net worth individuals) | 122 | $41.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.